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ABOUT US


FinTree, Inc. was founded in 2004 by Ursula Engler Larson, CFA. Ursula has over ten years of experience designing, implementing and supporting analytical strategies for the financial services industry. Prior to FinTree, Ursula held positions as Business Consultant with the knowledge-based marketing group at Wachovia (now Wells Fargo) in Charlotte and as Business Analyst with MSCI Barra supporting the enterprisewide risk management application TotalRisk. Ursula holds a Master’s degree in International Economics & Finance from Brandeis University and a Bachelor’s degree in Computer Science from Southwestern University. She is bilingual in English and German.

 
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